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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,735 | $84,236+50.5% | $170,435-25.6% | $70,126+80.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.10% | 23.06%-7.0pp | 205.94%-189.8pp | 73.15%-57.0pp |
| Employer contribution / active EE | $6,729 | $3,387+98.7% | $5,432+23.9% | $2,343+187.3% |
| Participant deferral / active EE | $5,306 | $3,086+72.0% | $4,939+7.4% | $3,332+59.3% |
| Admin fee / account holder | $1,310 | $5,698-77.0% | $13,881-90.6% | $4,645-71.8% |